Plan Ledger DOL Form 5500 · updated monthly

Sierra Vista Child and Family Services403(b)

SIERRA VISTA EMPLOYEE RETIREMENT PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Sierra Vista Child and Family Services reported $1,310 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,082 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,603rd-largest of 9,483 plans among California employers on file, and the 4,715th of 11,911 in health care & social assistance. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has shrunk from 258 to 229 since 2022.

Plan summary
Net assets, end of year$13,865,996
Participants with balances269
Active participants229
Employer contributions$247,880
Employee contributions$599,552
Employer contribution per active participant$1,082
Average account balance$51,546
Benefits paid to participants$278,227
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP, CPA'S, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 269 accts · $248K emplr
2023$12.0M · 261 accts · $220K emplr
2022$10.3M · 258 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,310
Total administrative$1,310
Employer contributions to the Sierra Vista Child and Family Services plan · 2024
Employer contribution per active participant$1,082
Median for plans this size$2,416
2024$1,082 per active participant
2023$866 per active participant
2022$429 per active participant

Sierra Vista Child and Family Services's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$1,310

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,310 · 0.01%
2023$1,689 · 0.02%
2022$2,017 · 0.02%
Similar plansHealth Care & Social Assistance · California
Elwyn California CA$14.1M · 0.26%
Valley Health Team, Inc. CA$14.0M · 0.78%
East Bay Integrated Care CA$13.8M · 0.69%
Sun Mar Healthcare CA$13.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942158023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.